Nikki is a principal within the financial services practice and has been with Baker Tilly since 2008. Nikki specializes in the financial services industry with an emphasis on banking and capital markets. She serves clients including community financial institutions (public and private), collection agencies, specialty finance companies and FinTech companies.

Nikki is a principal within the financial services practice and has been with Baker Tilly since 2008.

Bachelor of Science in business administration

Plans, coordinates and executes financial statement audit engagements, including integrated engagements related to Section 404 of the Sarbanes Oxley (SOX) Act and Section 112 of the Federal Deposit Insurance Corporation Improvement Act (FDICIA), for public (including accelerated filers) and privately held companies within the financial services industry

Leads HUD audit engagements for financial service clients

Assists clients in consultations and implementation of new accounting standards

Offers recommendations on accounting policies and procedures to strengthen internal controls

Experience in assisting clients through an initial public offering, including registration statement filings

Assists with coordination of firmwide financial services training

American Institute of Certified Public Accountants (AICPA)

Pennsylvania Institute of Certified Public Accountants (PICPA)

Pennsylvania Community Bankers Association (PACB)

Board member and vice president for a local not-for-profit organization

Dallas Animal Services, D90 runner and volunteer

Sisters Place, Executive Committee and Finance Committee

Join Baker Tilly for our annual year-end webinar as we explore the banking and capital markets industry. This webinar will provide a thorough overview of the key trends, developments and hot topics that have shaped 2024 and will help you prepare for 2025.   Our specialists will cover several hot-button topics including tax updates, financial crimes, risk, mortgage and more. They will be discussing major industry updates and providing their insights into key topics for 2025.    Learning objectives:   Tax Assess tax legislation on the horizon post-election    Prepare banks for implications regarding the sunsetting of Tax Cuts and Jobs Act (TCJA)    Discuss deferred tax asset planning with changing tax rates    New Market Tax Credits (NMTC) Review latest updates on tax credit equity investments such as Renewable Energy Tax Credits (RETCs) and New Markets Tax Credits (NMTCs)  Understand how to effectively position your organization to receive eligible credits and mitigate complexities  Discuss election results’ potential impact on tax credit investment opportunities  Risk advisory Review updates on regulatory hot topics     Assess emerging risks for banks    Understand regulatory updates, guidelines and risks for Enterprise Risk Management (ERM) and Artificial Intelligence (AI) trends    Mortgage   Prepare for the impact of Federal funds rate cuts including mortgage quality control and servicing    Discuss general market updates and upcoming requirements    Review key considerations for quality control and updated fraud considerations   Cybersecurity   Review and understand the current trends and risks in the cybersecurity landscape that organizations face  Discuss the current state of regulations and outlook for the future     Understand key action items that can be taken to reduce the cyber risks that your organization faces  Audit and accounting   Review FASB updates and upcoming changes    Discuss accounting considerations for areas potentially impacted by the current environment such as goodwill and other real estate owned  CECL  Review CECL trends and hot topics from 2024  Prepare for CECL volatility with potential decreases in interest rates throughout 2025  Discuss key features of an effective stress-testing and back-testing process  Information about CPE eligibility   There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar. A certificate of completion will be emailed to you four to six weeks after the event.   Level: Overview   CPE credit: Two (2) hours total credit  Field of study: Specialized Knowledge  For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.  Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org. 

Nicole E. Bielick

Location

Frisco, TX

Education

Expertise

Nicole's upcoming events

Webinar

2024 Annual year-end banking updates